Connect anny and Salesforce
Integrate anny with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular anny + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
anny
When this happens...
New Booking
New Confirmed Booking
New Canceled Booking
Updated Booking
New Booking Check-In
New Order
New Customer
New Invoice
Choose an action
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Add Contact to Campaign dev
Create Contact in Salesforce when New Booking in Anny
Use this flowUpdate Contact in Salesforce when New Booking in Anny
Use this flowCreate Lead in Salesforce when New Booking in Anny
Use this flowSearch Record by Query in Salesforce when New Booking in Anny
Use this flowCreate Contact in Salesforce when New Confirmed Booking in Anny
Use this flowUpdate Contact in Salesforce when New Confirmed Booking in Anny
Use this flowCreate Lead in Salesforce when New Confirmed Booking in Anny
Use this flowSearch Record by Query in Salesforce when New Confirmed Booking in Anny
Use this flowCreate Contact in Salesforce when New Canceled Booking in Anny
Use this flowUpdate Contact in Salesforce when New Canceled Booking in Anny
Use this flowSupported Triggers & Actions
Everything you can automate between anny and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Booking
Runs when a new booking is created in your anny organization.
New Confirmed Booking
Runs when a requested booking is accepted.
New Canceled Booking
Runs when a booking is canceled.
Updated Booking
Runs when a booking changes, such as its status, dates or resource.
New Booking Check-In
Runs when a customer checks in to a booking.
New Order
Runs when a checkout is completed and a new order is placed.
Do thisActions
Action is the task that follows automatically within your anny integrations.
Create Customer
Create a customer with name, email, phone, company and custom fields; can return existing by email.
Update Booking Status
Accept, reject or cancel a booking.
Find Customers
Find customers by email, mobile or keyword, or get one by ID.
Create Booking
Book a resource and service for a customer, with optional notes and confirmation email.
Update Customer
Update the details of an existing customer.
Find Bookings
Find bookings by keyword, customer email, status or dates, or get one by ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About anny
anny is a booking and resource scheduling platform for desks, rooms, services, courses and appointments, with customers, orders and invoices.
Learn moreAbout Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your anny and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between anny and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where anny triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in anny. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between anny and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire anny and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
